Who owns SPDR DJ Wilshire Mid Cap Value?
- Ticker: MDYV
- CUSIP Number: 78464A839
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of SPDR DJ Wilshire Mid Cap Value stock
Who bought or sold SPDR DJ Wilshire Mid Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 2.1M | $181M | -4% | Dec 2025 |
|
| NorthRock Partners | 1.3M | $110M | -5% | Dec 2025 |
|
| Financial Engines Advisors L.L.C | 1.3M | $106M | -2% | Dec 2025 |
|
| LPL Financial | 1.1M | $89M | 1% | Dec 2025 |
|
| Honkamp Krueger Financial Services | 893k | $76M | 7% | Dec 2025 |
|
| AE Wealth Management | 859k | $73M | 30% | Dec 2025 |
|
| Lutz Financial Services | 783k | $66M | 8% | Dec 2025 |
|
| Financial Advisory Service | 611k | $52M | 2% | Dec 2025 |
|
| Tiaa Trust, National Association | 532k | $45M | 0% | Dec 2025 |
|
| Wells Fargo & Company | 474k | $40M | -1% | Dec 2025 |
|
| Canandaigua National Bank and Trust Company | 407k | $34M | 3% | Dec 2025 |
|
| Cetera Investment Advisers | 381k | $32M | 16% | Dec 2025 |
|
| Klingman & Associates | 371k | $31M | 0% | Dec 2025 |
|
| First Pacific Financial | 370k | $31M | 2% | Dec 2025 |
|
| First National Trust Company | 361k | $31M | 1% | Dec 2025 |
|
| HighTower Advisors | 314k | $27M | 16% | Dec 2025 |
|
| Convergence Financial | 306k | $26M | 2% | Dec 2025 |
|
| Equitable Holdings | 296k | $25M | 0% | Dec 2025 |
|
| GHP Investment Advisors | 282k | $24M | 1% | Dec 2025 |
|
| Stifel Financial | 255k | $22M | -56% | Dec 2025 |
|
| WCG Wealth Advisors | 241k | $20M | 188% | Dec 2025 |
|
| Jones Financial Companies, L.L | 234k | $20M | 19% | Dec 2025 |
|
| Goldman Sachs Group | 233k | $20M | 4% | Dec 2025 |
|
| Asset Dedication | 232k | $20M | -1% | Dec 2025 |
|
| Rodgers & Associates | 220k | $19M | 0% | Dec 2025 |
|
| Benjamin Edwards | 203k | $17M | -57% | Dec 2025 |
|
| Mercer Global Advisors | 203k | $17M | -1% | Dec 2025 |
|
| CWM | 201k | $17M | 41% | Dec 2025 |
|
| ERn Financial | 176k | $15M | -6% | Dec 2025 |
|
| Mml Investors Services | 163k | $14M | 5% | Dec 2025 |
|
| Balanced Wealth Group | 157k | $13M | 3% | Dec 2025 |
|
| McAdam | 148k | $13M | -2% | Dec 2025 |
|
| IHT Wealth Management | 140k | $12M | -23% | Dec 2025 |
|
| Krasney Financial | 133k | $11M | -1% | Dec 2025 |
|
| Mariner Wealth Advisors | 128k | $11M | 13% | Dec 2025 |
|
| Michael S. Ryan | 124k | $11M | 0% | Dec 2025 |
|
| Private Wealth Management Group | 123k | $10M | -5% | Dec 2025 |
|
| Ameriprise Financial | 122k | $10M | 5% | Dec 2025 |
|
| Alesco Advisors | 116k | $9.8M | -1% | Dec 2025 |
|
| Cary Street Partners Financial | 115k | $9.8M | -5% | Dec 2025 |
|
| Commonwealth Equity Services | 108k | $9.1M | 0% | Dec 2025 |
|
| JNBA Financial Advisors | 99k | $8.4M | -4% | Dec 2025 |
|
| Prestige Wealth Management Group | 97k | $8.1M | -2% | Sep 2025 |
|
| Capital Wealth Management | 91k | $7.7M | 8% | Dec 2025 |
|
| MONECO Advisors | 89k | $7.6M | 52% | Dec 2025 |
|
| Emerald Investment Partners | 87k | $7.4M | -1% | Dec 2025 |
|
| Private Advisor | 86k | $7.2M | 3% | Dec 2025 |
|
| IAG Wealth Partners | 83k | $7.1M | 2% | Dec 2025 |
|
| Confluence Investment Management | 78k | $6.6M | -59% | Dec 2025 |
|
| Raymond James Financial | 77k | $6.5M | 2% | Dec 2025 |
|
| Sage Financial | 74k | $6.2M | 0% | Dec 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 73k | $6.2M | -2% | Dec 2025 |
|
| Rockbridge Investment Management, LCC | 72k | $6.1M | -8% | Dec 2025 |
|
| Pathstone Holdings | 69k | $5.9M | 0% | Dec 2025 |
|
| May Barnhard Investments | 68k | $5.7M | -3% | Dec 2025 |
|
| Redwood Investment Management | 67k | $5.7M | 11% | Dec 2025 |
|
| Diligent Investors | 65k | $5.5M | -5% | Dec 2025 |
|
| Gladstone Institutional Advisory | 61k | $5.1M | 1% | Dec 2025 |
|
| Chicago Partners Investment | 57k | $5.1M | 5% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 56k | $4.7M | 1% | Dec 2025 |
|
| RTD Financial Advisors | 55k | $4.7M | -1% | Dec 2025 |
|
| Koss-Olinger Consulting | 51k | $4.3M | -11% | Dec 2025 |
|
| Modera Wealth Management | 51k | $4.3M | 0% | Dec 2025 |
|
| Marotta Asset Management | 49k | $4.2M | -4% | Dec 2025 |
|
| Advisor Group Holdings | 47k | $4.0M | -51% | Dec 2025 |
|
| Susquehanna International | 47k | $4.0M | 1795% | Dec 2025 |
|
| Canandaigua National Trust Co of Florida | 47k | $4.0M | -1% | Dec 2025 |
|
| Capital Analysts | 46k | $3.9M | -2% | Dec 2025 |
|
| Wealthcare Advisory Partners | 46k | $3.9M | 6% | Dec 2025 |
|
| Bailard | 45k | $3.8M | -1% | Dec 2025 |
|
| Montz Harcus Wealth Management | 45k | $3.8M | -2% | Dec 2025 |
|
| UBS Group | 45k | $3.8M | -14% | Dec 2025 |
|
| Jpmorgan Chase & Co | 45k | $3.7M | 100% | Sep 2025 |
|
| Geneos Wealth Management | 44k | $3.7M | 8% | Dec 2025 |
|
| Royal Bank of Canada | 42k | $3.5M | -29% | Sep 2025 |
|
| Empowered Funds | 40k | $3.4M | 100% | Dec 2025 |
|
| Cambria Investment Management | 40k | $3.4M | 100% | Dec 2025 |
|
| Envestnet Asset Management | 40k | $3.4M | -4% | Dec 2025 |
|
| Steward Partners Investment Advisory | 37k | $3.2M | 2% | Dec 2025 |
|
| Occidental Asset Management | 35k | $2.9M | -2% | Dec 2025 |
|
| Bill Few Associates | 34k | $2.9M | 17% | Dec 2025 |
|
| Koshinski Asset Management | 34k | $2.9M | -12% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 32k | $2.7M | 26% | Dec 2025 |
|
| Kingsview Wealth Management | 32k | $2.7M | 120% | Dec 2025 |
|
| Waller Financial Planning Group | 32k | $2.7M | -50% | Dec 2025 |
|
| Courage Miller Partners | 31k | $2.6M | -1% | Dec 2025 |
|
| Creative Planning | 31k | $2.6M | 3% | Dec 2025 |
|
| Fidelis Capital Partners | 30k | $2.6M | -8% | Dec 2025 |
|
| Titleist Asset Management | 30k | $2.6M | 11% | Dec 2025 |
|
| Advisor OS | 30k | $2.6M | 174% | Dec 2025 |
|
| Ignite Planners | 30k | $2.7M | 7% | Dec 2025 |
|
| Brookstone Capital Management | 29k | $2.5M | 0% | Dec 2025 |
|
| Shum Financial Group | 28k | $2.4M | 9% | Dec 2025 |
|
| CX Institutional | 28k | $2.4M | 4% | Dec 2025 |
|
| Intrua Financial | 28k | $2.3M | 1% | Dec 2025 |
|
| Quantinno Capital Management | 27k | $2.3M | 151% | Dec 2025 |
|
| Kingswood Wealth Advisors | 27k | $2.3M | -12% | Dec 2025 |
|
| Captrust Financial Advisors | 26k | $2.2M | -5% | Dec 2025 |
|
| Barden Capital Management | 26k | $2.2M | 8% | Dec 2025 |
|
| Garden State Investment Advisory Services | 26k | $2.2M | -7% | Dec 2025 |
|
| Lodestar Private Asset Management | 25k | $2.1M | -20% | Dec 2025 |
|
| Goss Wealth Management | 25k | $2.1M | 4% | Dec 2025 |
|
| Kestra Advisory Services | 24k | $2.1M | 5% | Dec 2025 |
|
| Payne Capital Management | 24k | $2.0M | 3% | Dec 2025 |
|
| Branch Banking & Trust Company | 23k | $2.0M | 10% | Dec 2025 |
|
| Sontag Advisory | 23k | $2.0M | 17% | Dec 2025 |
|
| My Purposeful Wealth Corp. | 23k | $2.0M | 5% | Dec 2025 |
|
| Courier Capital Corp | 23k | $1.9M | 1% | Dec 2025 |
|
| Financial Guidance Group | 22k | $1.8M | -3% | Dec 2025 |
|
| Aptus Capital Advisors | 22k | $1.8M | -4% | Dec 2025 |
|
| Merit Financial Group | 21k | $1.8M | -4% | Dec 2025 |
|
| Personal Resources Investment & Strategic Management | 21k | $1.8M | -67% | Dec 2025 |
|
| Great Valley Advisor Group | 20k | $1.7M | -1% | Dec 2025 |
|
| Buckingham Strategic Partners | 20k | $1.7M | -4% | Dec 2025 |
|
| We Are One Seven | 20k | $1.6M | 0% | Dec 2025 |
|
| Accurate Wealth Management | 19k | $1.7M | -3% | Dec 2025 |
|
| EP Wealth Advisors | 19k | $1.6M | -6% | Dec 2025 |
|
| Elevated Capital Advisors | 19k | $1.6M | 41% | Dec 2025 |
|
| Mach-1 Financial Group | 19k | $1.6M | 100% | Dec 2025 |
|
| Salomon & Ludwin | 19k | $1.6M | 5% | Dec 2025 |
|
| Cambridge Financial Group | 18k | $1.5M | -13% | Dec 2025 |
|
| Collective Family Office | 18k | $1.5M | 5% | Dec 2025 |
|
| AQR Capital Management | 18k | $1.5M | 97% | Sep 2025 |
|
| Stratos Wealth Advisors | 18k | $1.5M | -4% | Dec 2025 |
|
| Colony | 17k | $1.5M | 10% | Dec 2025 |
|
| CWA Asset Management | 17k | $1.5M | 3% | Dec 2025 |
|
| Acorn Financial Advisory Services | 17k | $1.5M | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 17k | $1.4M | -1% | Dec 2025 |
|
| Cary Street Partner Investment Advisory | 17k | $1.4M | 4% | Dec 2025 |
|
| HF Advisory Group | 16k | $1.4M | 2% | Dec 2025 |
|
| Omega Financial Group | 16k | $1.4M | -7% | Dec 2025 |
|
| Farther Finance Advisors | 16k | $1.4M | -9% | Dec 2025 |
|
| Silver Oak Securities | 16k | $1.3M | 59% | Dec 2025 |
|
| American Financial & Tax Strategies | 15k | $1.3M | 8% | Dec 2025 |
|
| Juncture Wealth Strategies | 15k | $1.2M | -4% | Dec 2025 |
|
| Pure Financial Advisors | 14k | $1.2M | -6% | Dec 2025 |
|
| MidFirst Bank | 14k | $1.2M | 100% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 14k | $1.2M | -3% | Dec 2025 |
|
| LTG Capital | 14k | $1.2M | 4% | Dec 2025 |
|
| Brady Martz Wealth Solutions | 14k | $1.1M | -8% | Dec 2025 |
|
| HFG Advisors | 13k | $1.1M | 3% | Dec 2025 |
|
| Hanson McClain Advisors | 13k | $1.1M | 2% | Dec 2025 |
|
| Pinnacle Family Advisors | 13k | $1.1M | 100% | Dec 2025 |
|
| Cape Investment Advisory | 12k | $1.0M | 805% | Dec 2025 |
|
| Advisory Services Network | 12k | $1.0M | 759% | Dec 2025 |
|
| Cullen Frost Bankers | 12k | $1.0M | 100% | Dec 2025 |
|
| Lewis Asset Management | 12k | $999k | -4% | Dec 2025 |
|
| Milestone Asset Management Group | 12k | $978k | 9% | Dec 2025 |
|
| Onyx Bridge Wealth Group | 11k | $959k | -20% | Dec 2025 |
|
| Keystone Financial Group | 11k | $954k | -1% | Dec 2025 |
|
| Visionary Wealth Advisors | 7.8k | $658k | -48% | Dec 2025 |
|
| Total Wealth Planning | 6.0k | $507k | -94% | Dec 2025 |
|
| Signature Estate and Investment Advisors | 3.7k | $310k | -93% | Dec 2025 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bnp Paribas Arbitrage, Snc | Sep 2025 | 50k | $4.2M |
| Townsquare Capital | Sep 2025 | 36k | $3.0M |